Sr. Revenue Operations Associate
CurrentCarrier Specialization Pilot: Led a team focused on exclusive relationships with two insurance carriers, improving business practices and reducing turnaround time by 15%.Complex Training: Conducted ongoing training on intricate life insurance topics, including exclusions, financial and medical underwriting, and business insurance.Cross-Functional Collaboration: Partnered with Product and Engineering teams to research and implement automation in operations, Platform Engineering to review data intake for sales dashboardsKey Projects:Swissnotes Project: Initiated and developed an underwriting database from a backlog of advice, now a daily resource for the operations department.Business and Financial Underwriting Initiative: Proposed and led initiatives to streamline complex underwriting processes and increase lifetime value of clientele through leveraging corporate lines of business.